Configurations

The Configurations page serves as a comprehensive control centre within the Operations section, enabling administrators to manage various system settings, limits, and operational parameters. This page offers multiple configuration options, including account tiers, corporate information, working days, and other essential settings.

Accessing the Configurations Page

To access the Configurations page, follow these steps:

  1. Log into the application using your administrator credentials

  2. From the dashboard, navigate to Operations

  3. Under Operations, click on Configurations

  4. Select "Configurations" from the submenu

Manage Configuration Settings

The Configurations page offers several key sections for system management:

Account Tier Level Management

  1. Click on "Account Tier Level" to view and manage tier settings

  2. You can configure three different tier levels:

    • Tier Level 1: Single Deposit Transaction Limit (50,000) and Cumulative Account Balance Limit (300,000)

    • Tier Level 2: Single Deposit Transaction Limit (100,000) and Cumulative Account Balance Limit (500,000)

    • Tier Level 3: Single Deposit Transaction Limit (1,000,000) and Cumulative Account Balance Limit (100,000,000,000)

Other Configuration Options

  1. Cash Handling Limit: Set and manage cash transaction limits

  2. Corporate Information: Manage institution-related information

  3. EOD Configuration: Configure End-of-Day processing settings

  4. Institution File Upload: Manage file upload settings and requirements

  5. Interest Information: Configure interest rates and related parameters

  6. Other Configurations: Access additional system settings

  7. Public Holiday: Manage public holiday calendar

  8. Tax Information: Configure tax-related parameters

  9. Working Day: Set up working days and business hours

Key Features and Settings

Each configuration section provides specific functionality:

  1. Account Tier Levels:

    • View and modify transaction limits for each tier

    • Adjust cumulative balance limits

    • Configure tier-specific restrictions

  2. System Settings:

    • Configure operational parameters

    • Set up business rules

    • Manage institutional policies

  3. Calendar Management:

    • Define working days

    • Set public holidays

    • Configure business hours

Please let me know if you need more detailed information about any specific configuration section or have questions about managing these settings.

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